How do I give access to the dashboard folder in Salesforce?
Grant Users Access to Reports and Dashboards
- Click.
- In the Quick Find box, enter Profiles , then select Profiles.
- Click the Program Management Standard User profile.
- In the System section, click System Permissions.
- Click Edit.
- Select View Dashboards in Public Folders and View Reports in Public Folders.
- Click Save.
How do I enable enhanced folder sharing?
In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:
- From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.
- Select Folder Sharing.
- Select Enable access levels for sharing report and dashboard folders.
- Click Save.
What reports can be used to generate dashboards?
How many reports supported by a dashboard
- Tabular Tabular reports are the simplest and fastest way to look at data.
- Summary Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts.
- They can be used as the source report for dashboard components.
Where to find sharing permission levels in Smartsheet?
If you are looking for information about sharing permission levels for sharing a dashboard, please see Sharing a Smartsheet Dashboard. The sharing permission level on a sheet isn’t related to your account user type.
How is the sharing permission level related to your account?
The sharing permission level on a sheet isn’t related to your account user type. For example, it’s possible to be a System Admin on a Business or Enterprise account with only Viewer-level sharing access to a particular sheet; or, you could be a free collaborator with Admin-level sharing access to a sheet.
How to set permissions for charts and dashboards?
You can define and manage dashboards from the web portal, Dashboard. For an overview of dashboard and chart features, see About dashboards, charts, reports, and widgets. You set dashboard permissions at the team level from the team dashboard page. Users granted Stakeholder access to private projects can’t view or create query charts.
How to share report folders in Salesforce dashboard?
To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.